Lessons

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Bonus Introduction: The Investment Success Formula Revealed
What is the Investment Success Formula? Common questions about the Investment Success Formula The 14 key principles of the Investment Success Formula A "Tale of Two Investment Opportunities"... and which one is best. The answer may surprise you. Not just because of what the answer is, but why. The Investment Success Formula Framework And more!
Lesson 1: Setting Your Investment Goals and Objectives
How to define your overall income and wealth goals. What it really takes - financially - to achieve those goals. How to determine your investment objectives from your income and wealth goals. Bonus "Investment Goal Calculator" spreadsheet: How to calculate your investment goals. How to work out the ideal investment... and investment portfolio. Bonus Asset and Portfolio Comparison spreadsheet: How to compare investments and investment portfolios. And more!
Lesson 2: How To Investigate Investment Opportunities
The 7 key distinctions between types of investments. The difference between active investments and actively investing and why this matters. The 4 crucial factors you can manipulate to MAXIMIZE your actual return. The enormous power - and downside - of LEVERAGE. Why property stands head and shoulders above almost all other kinds of investments... and the major pitfall you must be aware of as a property investor. And more!
Lesson 3: Developing Your Investment Strategy How to develop your investment strategy and the TWO KEY numbers that underpin it. Four reasons why achieving an "optimal" investment portfolio is IMPOSSIBLE... and why you should opt for a "practical" portfolio instead. How to choose and combine the best possible investments for your portfolio. Why, contrary to the advice of many investment advisors, investing ALL your investment capital in ONE investment may actually deliver greater returns - and LESS RISK - than diversifying. A FREE Asset Allocation Model spreadsheet you can use to construct your own investment portfolio. And more! Lesson 4: How To Manage Your Investments The simple 3-step process for managing your investments and ensuring your investment strategy remains on track. The 3 kinds of information you need to be alert to on an ongoing basis – what matters… what doesn't… and how to filter out the "investment hype". The kinds of new developments that may significantly impact the performance of your investments. The classic warning signs that your investment may be increasing – or losing – value… and not just what to do about it, but when to do it. (In some cases, you may not need to – and you absolutely shouldn't – do anything at all, and I'll explain why in this lesson.) An invaluable case study that shows you how to put into action the process of receiving information, monitoring investment performance and modifying your investment strategy. And more! Lesson 5: How To Make Money In Property The top 4 reasons why and how property can outperform other kinds of investment. The 7 ways to make money from property investments. The 4 kinds of business model to choose as a property investor. The main risks involved in property investment... and how to mitigate them. How "no-money down" deals really work. Why they're attractive... and what the major downside is. The 5 key attributes of successful property investors. And more! Lesson 6: How To Make Money In The Stock Market The top 7 ways to make money from stocks. The two main investment "philosophies" - fundamental and technical analysis - and which is better. How one of the world's richest men made his fortune (Clue: he follows an investment approach that you can use too!) Why investing in index funds may be the best approach for many... but may NOT be best for you. How "trend followers" can be WRONG most of the time... and still make money. And more! Lesson 7: How To Invest in Stocks Using Fundamental Analysis How fundamental investors approach investing and the kinds of information they analyze before making an investment decision. Why fundamental investors are not so concerned about the i impact of information on a company's profitability or stock price... and what they're really concerned about. Three kinds of "external" factors and three kinds of "internal" factors that no fundamental investor can afford to ignore. The key financial indicators of the financial health of a company. Why a company's profit margin is not the main indicator of a company's profitability. And more! Lesson 8: How To Trade The Stock Market Using Technical Analysis
How "traders" differ from "investors". Technical analysis versus fundamental analysis... are they forever opposed, or can you use both? The 3 key assumptions of technical analysis. The powerful theory underlying technical analysis and how traders use it to make money in the stock market. The 3 movements of markets - and why you must be able to distinguish between the "primary" and "secondary" movements to profit from your trades. How to determine whether a trend exists - this is crucial to making profits... and avoiding losses. And more!
Lesson 9: Futures and Options Demystified
What exactly are futures and options. How futures and options came into being (this might surprise you!) How futures and options actually reduce (not increase) risk. How "hedgers" and "speculators" trade futures and options. How futures exchanges reduce credit risk and increase liquidity. Strategies used by speculators to profit from trading futures and options. And more!
Lesson 10: How To Make Money Investing In SMBs
Why I believe SMBs can make you the most money. Should you lend or invest? (You'll discover the key differences.) How to work out your exit strategy and why this is critical to making money. How to value an SMB – are you getting your money's worth? The 5 key factors that may mean the difference between making multiples of your investment... and losing the lot. How to limit your risk and protect your investment. And more!
Lesson 11: How To Build Wealth Buying a Franchise or Business
Why MLMs and “businesses in a box” are not likely to deliver you much income, let alone be a means of building substantial wealth. The pros and cons of buying a franchise... and why some people should never become franchisees. The 8 critical factors to consider when choosing a franchise to buy. How to buy a high-potential business for a dollar (yes, a dollar). Why it's crucial to buy the assets, not the company (make a mistake here and it could cost you a fortune). What not to change when you take over a business (don't throw out the baby with the bathwater!). And more!
Lesson 12: How To Start and Build Your Own Business
Why your own business is the best way to build wealth. The 3 types of businesses you can start. How to work out which business is right for you. The 3 main pitfalls to avoid when getting into business. How to start a business in 6 simple steps. And more!